Defined Benefit Plans, Including Cash Balance

7,193 topics in this forum

1. 1st year Cash Balance Plan

   By jkdoll2, April 9, 2009
   • 15 replies
   • 3.4k views
   • 
   • Blinky the 3-eyed Fish
   • April 13, 2009

2. Restricted Benefits and Alternate Payees

   By davef, April 9, 2009
   • 16 replies
   • 3k views
   • 
   • davef
   • April 13, 2009

3. PBGC Premium Cap

   By Guest Deflector, April 13, 2009
   • 1 reply
   • 1.4k views
   • 
   • zimbo
   • April 13, 2009

4. Remove Lump Sum Distributions from DB Plan

   By 12AX7, April 9, 2009
   • 4 replies
   • 1.2k views
   • 
   • 12AX7
   • April 9, 2009

5. Lump Sum restriction for top 25 ?

   By Guest DBPension, April 8, 2009
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • April 9, 2009

6. More Annual Funding Notice

   By dmb, April 6, 2009
   • 15 replies
   • 2.1k views
   • 
   • Guest
   • April 9, 2009

7. large plan valuations administration

   By Guest lip, March 26, 2009
   • 10 replies
   • 1.8k views
   • 
   • Ron Snyder
   • April 8, 2009

8. Soc. Sec. Level Income Option

   By Penman2006, April 7, 2009
   • 2 replies
   • 2.2k views
   • 
   • SoCalActuary
   • April 7, 2009

9. Non discrimination testing

   By Gary, April 7, 2009
   • 0 replies
   • 949 views
   • 
   • Gary
   • April 7, 2009

10. Questions for 2008 Valuation

    By Guest naveen, April 6, 2009
    • 1 reply
    • 961 views
    • 
    • Guest
    • April 7, 2009

11. Purchase of Life Insurance Policy

    By bzorc, April 7, 2009
    • 0 replies
    • 847 views
    • 
    • bzorc
    • April 7, 2009

12. Plan Loans

    By Gary, April 7, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • April 7, 2009

13. Excise Tax Primer

    By Guest RBlaine, March 17, 2009
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • April 5, 2009

14. Recapture of AFTAP-restricted lump sum ?

    By Guest DBPension, April 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 4, 2009

15. Any EA Conference News?

    By AndyH, April 2, 2009
    • 16 replies
    • 2.2k views
    • 
    • Mike Preston
    • April 4, 2009

16. Lump Sum Under $5,000

    By Dougsbpc, April 3, 2009
    • 1 reply
    • 2.4k views
    • 
    • Mike Preston
    • April 3, 2009

17. Plan obligations on 2009 Lump Sum Restrictions

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 2, 2009

18. So, what is paid?

    By Andy the Actuary, March 26, 2009
    • 9 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 2, 2009

19. Mortality Table Election

    By Andy the Actuary, April 2, 2009
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 2, 2009

20. Trigger for Lump Sum Payout Restriction

    By Guest DBPension, March 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 2, 2009

21. SPD Question

    By Guest lbz123, March 30, 2009
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • April 2, 2009

22. Quicky est. of the 2009 AFTAP

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 965 views
    • 
    • Andy the Actuary
    • April 2, 2009

23. DB Investment Policy Statements

    By Guest MikeAIGFA, March 25, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 2, 2009

24. Professional Ethics

    By Andy the Actuary, March 19, 2009
    • 9 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • April 2, 2009

25. Online source for 2008 Plan AFTAPs ?

    By Guest DBPension, March 31, 2009
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • April 2, 2009

26. Revised Annual Funding Notice

    By Just Me, March 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • April 1, 2009

27. excise tax due while funding waiver application is pending?

    By Guest Mariner, April 1, 2009
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • April 1, 2009

28. Annual Funding Notice for Terminated Plan

    By Guest TammyS, March 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • March 31, 2009

29. PBGC Annual Funding Notice

    By JAY21, March 30, 2009
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • March 30, 2009

30. Amendment language to freeze

    By Trekker, March 30, 2009
    • 2 replies
    • 1.8k views
    • 
    • Trekker
    • March 30, 2009

31. I didn't fund my Keough Money Purchase 2003-2006

    By Guest Dboy, March 29, 2009
    • 3 replies
    • 1k views
    • 
    • K2retire
    • March 30, 2009

32. 2009 AFTAP based on 2008

    By Guest Xerxes, March 4, 2009
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 27, 2009

33. Annual Funding Notice

    By Guest pcohen, March 27, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 27, 2009

34. Valuation of Alternative Investments

    By Guest rtdryer, March 19, 2009
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • March 27, 2009

35. Calculating Restricted Amount

    By Andy the Actuary, March 5, 2009
    • 1 reply
    • 919 views
    • 
    • tymesup
    • March 26, 2009

36. Restriction on lump sums

    By Medusa, March 26, 2009
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • March 26, 2009

37. Change from BOY val to EOY Val Date

    By JAY21, March 26, 2009
    • 0 replies
    • 1.2k views
    • 
    • JAY21
    • March 26, 2009

38. Additional Funding Relief

    By dmb, March 26, 2009
    • 1 reply
    • 891 views
    • 
    • Effen
    • March 26, 2009

39. Elimination of Reporting Waiver for Missed Quarterlies

    By Andy the Actuary, March 23, 2009
    • 9 replies
    • 1.4k views
    • 
    • AndyH
    • March 26, 2009

40. Freeze Current DB Plan / Start 401k Plan

    By tuni88, March 25, 2009
    • 4 replies
    • 1.6k views
    • 
    • SoCalActuary
    • March 26, 2009

41. PBGC Premium Payment Logistics

    By Medusa, March 25, 2009
    • 13 replies
    • 2k views
    • 
    • Medusa
    • March 26, 2009

42. funding notice/plan terminated

    By Guest Sus95, March 25, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 25, 2009

43. PPA and End of Year Valuations

    By mwyatt, February 23, 2009
    • 4 replies
    • 1.4k views
    • 
    • tymesup
    • March 25, 2009

44. Rollover of Restricted Payments

    By Andy the Actuary, February 24, 2009
    • 2 replies
    • 1.4k views
    • 
    • tymesup
    • March 25, 2009

45. Terminating Plan maximum contribution

    By Guest RBlaine, March 25, 2009
    • 0 replies
    • 878 views
    • 
    • Guest
    • March 25, 2009

46. Annuity Contract

    By Penman2006, January 6, 2009
    • 13 replies
    • 2.8k views
    • 
    • AndyH
    • March 25, 2009

47. Defined Benefit Plan

    By Guest Buzzman, March 24, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 25, 2009

48. Restricted Benefit Payments and QDRO

    By Dougsbpc, March 25, 2009
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • March 25, 2009

49. DB RFP Template Needed

    By Guest NJ-Center of the Universe, March 24, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 24, 2009

50. 415 Limitation

    By Guest Sieve, March 17, 2009
    • 3 replies
    • 1.3k views
    • 
    • eeyore
    • March 24, 2009